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Meet Ross
Since 1994, Ross’ plan has been simple: to create lasting relationships by creating, implementing, and monitoring his members’ personalized retirement plans.
Ross’ broad education base gives him a wealth of knowledge to deliver confidence and peace of mind to his members. He strives to view things from the member’s perspective in order to consistently provide wise counsel and excellent service. His specialty? Intergenerational wealth transfer planning. His ability to foster strong member relationships has given him the unique opportunity to serve the next generation of his clients and support them in their next phase of financial planning.
- Areas of expertise: Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Transfer Planning, Education Savings Planning
- Credentials: Bachelor of Commerce (Honours) Degree, CFP® designation, Canadian Investment Manager (CIM), financial management advisor (FMA), Certificate in Estate Planning and Trust Strategy, Certificate in Retirement Strategy
- Spoken Languages: English